NICOLET ADVISORY SERVICES, LLC

HTTPS://WWW.NICOLETBANK.COM/WEALTH-MANAGEMENT/ GREEN BAY, WI Investment Advisor How do I update this listing?

Nicolet Advisory Services is based out of Green Bay. Nicolet Advisory Services is a large advisory firm with 3091 clients and discretionary assets under management (AUM) of $695,437,882 (Form ADV from 2019-04-08). Their last reported 13F filing for Q1 2019 included $589,300,000 in managed 13F securities and a top 10 holdings concentration of 58.76%. Nicolet Advisory Services's largest holding is SPDR S&P 500 Growth ETF with shares held of 1,462,754. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.31%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NICOLET ADVISORY SERVICES, LLC
111 N. WASHINGTON STREET
GREEN BAY WI    54301
Country: United States

Business Phone: 920-430-1400
Fax: 920-617-5593
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WI
Number of employees: 25
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 3091
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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